Live Oak Private Wealth LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Terry Webb Sapp, lists 212 securities held by the firm.
The portfolio is dominated by large-cap technology and financial names. Apple Inc. is the largest holding, with 23,455,200 shares. Microsoft Corporation follows with 19,626,958 shares. Other significant positions include Berkshire Hathaway Inc. Class B (28,765,576 shares), JPMorgan Chase & Co. (16,096,885 shares), and Visa Inc. Class A (9,007,376 shares).
The filing also details substantial positions in energy and industrial sectors. Exxon Mobil Holdings Corp holds 6,205,746 shares, while Chevron Corporation holds 13,008,442 shares. In the industrial space, United Parcel Service Inc. Class B is listed with 6,581,566 shares, and UnitedHealth Group Inc. holds 9,588,117 shares.
Live Oak Private Wealth holds a mix of individual equities and exchange-traded funds (ETFs). Notable ETF positions include the iShares Core S&P 500 ETF (3,086,605 shares), the iShares Core MSCI Emerging Markets ETF (364,206 shares), and the Vanguard S&P 500 ETF Shares (203,249 shares). The firm also holds various Dimensional ETF Trust funds and other specialized ETFs.
